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Mandeville, LA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-07-05 |
| LA | RA | APPROVED | 2017-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 01/2017 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2016 | 01/2017 |
| Open Source Investments | Mandeville | LA | 01/2017 | Present |
ZFT LLC; NOT INVESTMENT RELATED; P.O BOX 669,MADISONVILLE,LA,70447;REAL ESTATE HOLDING;MANAGING MEMBER;STARTED 01/2001;1 HOUR DEVOTED MONTHLY;0 HOURS DURING TRADING HOURS;DUTIES ARE COLLECTING RENT AND MANAGING PROERTY, CLERICAL. Mile End Capital Management LLC, not investment related, P.O. Box 669, Madisonville, LA, 70447, Collects Trustee fees, Managing Partner, Started 01/2004, 5 hours devoted monthly, 0 hours devoted during trading hours, duties are collecting trustee fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-07 |
| S66 | Uniform Combined State Law Examination | 2010-02-13 |
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